December 2025

Why Holidays Are the Right Time to Continue Planning Conversations

The family gathered for Thanksgiving dinner when someone finally asked the question that had been on everyone’s mind: “Mom, what did you mean when you said you wanted the business to ‘stay in the family’?  Does that mean we can’t sell it?  What if we need the liquidity?” But what if Mom wasn’t there anymore […]
C3 Financial Partners
December 2025

Why Holidays Are the Right Time to Continue Planning Conversations

The family gathered for Thanksgiving dinner when someone finally asked the question that had been on everyone’s mind: “Mom, what...
November 2025

When Wealth Comes Suddenly: Planning with Purpose and Perspective

Sudden wealth can feel like the ultimate reward and the culmination of years of effort, sacrifice, and/or patience.  Be it...
October 2025

Why You Should Talk About PPLI Before Your Clients Do

In our post, Is Private Placement Life Insurance a Fit?, we laid out the fundamentals of Private Placement Life Insurance...
September 2025

Charitable Remainder Trusts: Giving with Purpose, Planning with Confidence

For many families, charitable giving is about more than generosity.  It’s about aligning wealth with values and shaping a legacy...
August 2025

When Family Succession Isn’t the Answer: Strategic Planning for Business Owners

By Todd S. Healy, reprinted from Planned Giving Today, August 2025 Family businesses are often the crown jewels of private...
August 2025

The Overlooked Workhorse: Life Insurance in Business Planning

Life insurance is one of the few financial tools that touches every stage of life—protection, accumulation, transfer.  But it’s not...

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